--- title: "What do clients see in a Flow?" description: "Learn how your clients open a Flow, move from one step to the next, and what emails they receive along the way." url: https://support.hubflo.com/fr/articles/15704490-what-do-clients-see-in-a-flow collection: "Flows" updated: 2026-11-03 language: fr alternates: [en] --- # What do clients see in a Flow? Learn how your clients open a Flow, move from one step to the next, and what emails they receive along the way. Clients move through a flow one step at a time, from a welcome screen to a final "You're all set" page. This article walks you through everything they see along the way, so you know exactly what your clients experience. ### Interactive walkthrough ## How clients access a flow When you start a flow, the client and any other participants receive an email with a link to it. Clients who use your portal can also open the flow from the portal itself by clicking **Flow** in the sidebar. ### What the flow page looks like Every client starts on the **welcome screen**. From there, they go through their steps in sequential order. Once they're in, the page shows: - **The current step**, with the title and description you set. - **A progress bar**, for example "Step 2 of 5". - **The full list of steps on the left**, showing what's already done, so the client always knows where they are. - **A "Needs a review from our team" badge** on steps your team has to approve. ## Step types Each step either asks the client for something or shares something with them.

Category	Type	Description
Ask for something	Form	Select an existing form or click New form to build one from scratch. Forms can only be assigned to external roles.
Ask for something	File Request	Request specific documents for the client to upload.
Ask for something	To-do	Create a checklist. Every item must be checked off to complete the step.
Share something	Link / Embed / Note	Provide a web link, embedded media, or written text to view or read.
Share something	Shared Files	Provide documents for your client to download.

### Completing a step On each step, the client does what you asked: fills in the form, uploads documents, ticks the checklist items, or reads what you shared. Then they click **Continue**, or the custom button label you set on the step. The button stays greyed out until the step is complete. This prevents incomplete submissions. ### When a step needs your approval or is rejected - If you require approval before the client can advance, the client sees "Needs a review from our team" badge and after clicking **Continue**, the flow shows in progress and “Waiting for other parties”. - If you reject a step, your rejection message appears on the step, so the client knows what to fix before resubmitting. ![Step 3 of 6 screen shows a refusal notice from Anna Smith (Owner), asking for an SSN and last year’s tax returns. Visible: STEP 3 OF 6, Anna Smith (Owner) refused your step · Today, Please include your SSN and attach last year's tax returns.](https://staticfiles.gleap.io/ghelparticle/KzQL8ZZNq3LuJ5VvBvFLbkcF5GqJi9oTJiV3MhFMP43AeDCGV9iYRHykKNsu1b4L1UxgZKSA3WE.png) ## Notifications Clients and participants are notified by email when: - A step opens up for them again - You reject one of their steps - The flow is completed - A step is waiting for them (reminders: up to 3 if the step has a deadline) Clients who have your portal's mobile app also get a push notification for each of these. To learn how to configure them, see [Notifications and reminders in Flows](https://support.hubflo.com/en/articles/15704493-notifications-and-reminders-in-flows.md). ## When you reassign a role or cancel a flow If you reassign a role to someone else, the new person receives a new link and starts from the welcome screen. The previous person's link stops working. If they open it, they see "This link is no longer valid".